Irina McGrath - Northwestern Mutual

Irina McGrath - Northwestern Mutual

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Irina McGrath is a Northwestern Mutual financial representative who helps individuals, small business owners achieve financial security.

My mission is to help you create a lifetime of financial security. Whether you’re planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and
recommendations based on your priorities. I offer expertise in retirement income planning, estate planning

401(k) Contribution Limits for 2025 01/16/2025

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

401(k) Contribution Limits for 2025 There are limits to how much you can contribute to your 401(k) each year.

01/15/2025

This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.

Why an Unbalanced Economy Is Leading to Unbalanced Market Returns 01/14/2025

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.

Why an Unbalanced Economy Is Leading to Unbalanced Market Returns Distortions in the economy are driving unbalanced returns in the market. But can it continue?

Do the Markets Have a Concentration Problem? 01/10/2025

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

Do the Markets Have a Concentration Problem?  Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors. 

01/08/2025

File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.

A New Year but Unresolved Questions Remain 01/07/2025

Chief Investment Officer Brent Schutte discusses the unresolved questions that are likely to shape the economy and markets in 2025.

A New Year but Unresolved Questions Remain Here’s our look at some of the things that are likely to shape the economy and markets in the months ahead.

Here Are the New Tax Brackets for 2025 01/06/2025

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.

Here Are the New Tax Brackets for 2025 We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.

12/30/2024

Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments.

12/19/2024

Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."

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600 Montgomery Street, Suite 1600
San Francisco, CA
94111

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 9am - 5pm